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Income Tax Course 2019STUDENT CONDUCTStudents are expected to arrive to class on time; return from break(s) on time; participate in class discussions; maintain honesty, integrity, respect andresponsibility in every class; and stay focused, positive and have fun.Students who exhibit the following behavior will be dismissed from the course and not allowed to return: Cheating on the final exam Sexual harassment or harassment of any kind on the school’s premises Disruptive, abusive, or unprofessional behavior Under the influence or in possession of alcohol, marijuana, or any controlled substances on the School’s premises In possession of firearms or weapons of any nature on the school’s premises Currently employed by or seeking employment with any tax preparation company other than H&R BlockATTENDANCEThe course consists of 53 hours of in-class instructor led training. Students are encouraged to attend all 53 hours of in-class instruction. Students whomiss no more than 8 hours of in-class instruction will meet the minimum attendance requirements.Students who miss in-class training may attend make-up sessions with prior Instructor approval. In the event a student attends a make-up session, theInstructor will document this on the class attendance log and the prior absence will not be counted against the student.If a student misses more than eight hours in-class instruction and does not make-up the missed sessions, the instructor will inform the student that he orshe cannot successfully complete the course. The student will be allowed to attend the remaining in-class training sessions but will not be allowed totake the remaining quizzes and exams. It is the student’s responsibility to complete all exercises and activities covered during any absences from class.Students arriving more than 30 minutes after the scheduled start time of a class may not be given credit for attending the session unless they havemade prior arrangements with the Instructor.Because the class time is limited, H&R Block does not authorize Leaves of Absence for students. Instead, a student may work with his orher instructor to determine a different session for the student to attend that will better fit his or her needs.EQUAL OPPORTUNITYH&R Block provides equal opportunity to all tax course applicants without regard to race, color, religion, gender, national origin, age, disability, veteranstatus, marital status, sexual orientation, or status in any group protected by federal, state or local nondiscrimination laws. If you have special needsaddressed by the Americans with Disabilities Act, notify your local H&R Block representative at the time of enrollment. Classrooms comply with federal,state and local requirements regarding fire, safety, and health.Page 10 of 17

Income Tax Course 2019SCHOLARSHIP AVAILABLE:Course materials costs will be waived for members of the military, wounded warriors, and military spouses who provide a valid coupon code. To obtainthe coupon code please reach out to your District General Manager or Authorized School Official and show your unexpired or retired Military ID card andenter the coupon code upon registration into the Income Tax Course. Please be advised only one coupon per person can be used and is only applicableat the time of enrollment.GRIEVANCE PROCEDURE:Any student complaint should first be submitted to the Instructor in charge of the class. If the Instructor does not resolve the complaint, the studentshould contact the H&R Block District Manager or Franchisee. If the District Manager or Franchisee does not resolve the complaint, the student shouldcontact Steve Guidroz, VP Learning & Development, HRB Tax Group, One H&R Block Way, Kansas City, MO 64105. Complaints must be in writtenform, signed by both the student and the school official, and marked with the date each step of the process is completed.TUITION/FEESNo tuition is charged for the Income Tax Course, but you are required to purchase the electronic textbook and printed study guide. The total cost for therequired course materials is 149.00 (Minnesota is 99).METHOD OF PAYMENTPAYMENT FOR THE COURSE MATERIALS IS DUE IN FULL AT THE TIME OF REGISTRATION BY LOGGING INTO YOUR BLOCK ACADEMYACCOUNT. Debit cards and credit cards, except Discover, are acceptable methods of payment. Cash is not accepted. An H&R Block Emerald PrepaidMasterCard is an acceptable method of payment for any candidate wishing to obtain the Emerald Card. In the state of Arkansas and Minnesota costof the required course materials will be paid in the office on the first day of class.WITHDRAWAL AND REFUND POLICY We understand that unexpected events may require you to cancel your enrollment. The refund policy for the required course materials(including the electronic textbook and the printed study guide) is provided below. If you decide not to take the course and need to withdraw, youmust provide notice. Notice to withdraw and cancel your enrollment can be provided by one of the following methods:oGo to your online Block Academy account, click on the course and select drop; oroCall 1-800-HR-BLOCK (1-800-472-5625)Upon receipt of your notice to withdraw and cancel, access to the electronic textbook will be removed.If you wish to reschedule or transfer to another Income Tax Course, please call 1-800-HR-BLOCK (1-800-472-5625) for assistance in transferringto another class.Page 11 of 17

Income Tax Course 2019 You may be entitled to a refund of the required course materials cost if you return the printed study guide in an “unused” condition. The printedstudy guide is considered “unused” if it is in like new condition without markings and can be sold to new students. We will not refund any feeyou paid to print a copy of the electronic textbook. The printed study guide can be returned to H&R Block by one of the following the methodsbelow:oReturning the printed study guide to the H&R Block office where the printed study guide was delivered to you; oroMailing the printed study guide to: ITC Course Materials Return, 1 H&R Block Way, Kansas City, MO 64105General Refund PolicyRefund StatementRefund OutcomeIf H&R Block cancel an Income Tax CourseFull refund of required materials costIf you (student) cancel or withdraw prior to the start date ofyour Income Tax CourseFull refund of required materials costIf you withdraw after classes start and return the unusedprinted study guide before the course has endedFull refund of required materials costIf you withdraw after classes start and your study guide isusedNO REFUND* H&R Block will not grant refunds for course materials after the end date of your scheduled Income Tax Course class unless your state lawprovides otherwise. Arkansas, District of Columbia, Delaware, and Missouri:oIn addition to the General Refund Policy stated above, if you provide notice and return the printed study guide as described above,you will receive a refund in accordance with the details below:Refund StatementStudent withdraws within 3 days of enrollment Refund Outcome100%Hawaii:o In addition to the General Refund Policy stated above, if you provide notice and return the printed study guide as described above,you will receive a refund in accordance with the details below:Refund StatementUp to 10% of class attended11-25% of class attended26-50% of class attended51-75% of class attended 75% of class attendedRefund Outcome90%75%50%25%NO REFUNDPage 12 of 17

Income Tax Course 2019 Maine, Oklahoma, and Texas:oIn addition to the General Refund Policy stated above, if you provide notice and return the printed study guide as described above,you will receive a refund in accordance with the details below:Refund StatementStudent withdraws within 3 days of enrollmentUp to 25% of class attended26-50% of class attended51-75% of class attended 75% of class attended Refund Outcome100%75%50%25%NO REFUNDWisconsin:Note: In Wisconsin, H&R Block cannot require the student to give notice of termination. Instructors need to be aware of therequirements in their state and cancel student enrollments accordingly. Upon cancellation of your enrollment, access to the electronictextbook will be removed.Refunds will be provided within 30 days of notice to the address provided at the time of your enrollment.oIn addition to the General Refund Policy stated above, if you return the printed workbook you will receive a refund in accordancewith the details below: Refund for TuitionNote: Although the table below shows refund percentages for tuition, H&R Block does not charge tuition, so we will not berefunding any tuition. The refund percentages do not apply to the required course materials cost.oA student who withdraws or is dismissed after attending at least one class, but before completing 60% of the instruction in thecurrent enrollment period is entitled to a pro-rated refund as follows:At Least1 unit/class10%30%60% But Less Than10%30%60%NO REFUNDRefund of Tuition90%70%40%NO REFUNDRefunds for Course MaterialsFor students who withdraw, H&R Block will refund 100% of the required course materials cost to all students who return theprinted workbook unused at any time prior to the end of the class. Unfortunately, because the course materials are updatedannually, and the Income Tax Class is only offered during one time of year, H&R Block cannot reuse or resell used coursematerials, and the course materials cannot be returned by H&R Block to its supplier. Therefore, H&R Block will not providerefunds for printed workbooks that are used. See our standard H&R Block Course Material Refund Policy for more details.Page 13 of 17

Income Tax Course 2019GENERAL INFORMATION, FACILITIES, AND STAFFThe availability of the H&R Block Income Tax Course fluctuates from state to state and is based on each District’s need for tax professionals, thusthe available courses will change from year to year. Due to this flexibility, classes may meet two or three times per week in three- or four-hoursessions, or once per weekend in longer sessions. Classes may begin as early as the middle of August and finish by the end of the year. Specificdates and times are available in the local H&R Block office in which the class is held or by going to the H&R Block website to search availablecourses in your area.FACILITIESThe H&R Block Income Tax Course is held in a classroom environment at H&R Block offices. Students utilize the same equipment and softwareused by professional tax preparers.STAFF:Administrator: Daniell Hernandez, Kansas City, MOInstructors: Instructors are chosen according to their experience and training in tax return preparation. High school diploma, tax training school,or equivalent, two year's experience as a tax preparer, office supervisor, assistant, or manager, with one of the years of experience in the last taxseason, successful course completion and inst

Determine correct filing status, calculate correct number of dependents, and determine eligibility for common tax credits. Accurately complete a Form 1040 by hand and using tax preparation software. Achieve a score of 70% or higher on the final exam. Demonstr